Duane Daniels
Duane Daniels is a CFP, ChFC-designated registered investment advisor at Stifel Independent Advisors, LLC, based in O'Fallon, IL, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.
Location
800 S Lincoln Ave, Pob 1356, O'Fallon, IL, 62269
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Duane is a partner at Community Financial Management, LLC, involved in investment advisory, tax preparation, and insurance services, dedicating minimal time annually. He is also Vice President at Community Financial Advisors, Inc., spending nearly full-time hours managing commissions and investment advisory activities.
Employment History
Current Registrations
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
Previous Registrations
Community Financial Advisors
Franklin Financial Services CorporationBroker
State Registrations29 states
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